While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset prices than most investors believe. Good news, supply is improving but will it arrive at the wrong time? Meanwhile, factors and styles remain volatile — stick with large cap defensive quality. Tapering is tightening for markets, if not the economy. Due…
By Merrill Lynch Macro Strategy—The Calm Before the Storm? Economic indicators continue to support our view that U.S. growth...
Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
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